Retirement Planning / Superannuation

You want to ensure that you have enough assets accumulated so that they earn you sufficient returns to fund your retirement. You may enjoy working, but working past your retirement date should be a choice rather than a necessity in order to survive.

In planning for your retirement, you need to ask yourself when you want to stop working and how much income you will need to live the lifestyle you would like. PJT can evaluate your existing assets, consider your commitments and what mix of assets you want or need. We will then structure a plan to help you achieve your retirement goals taking advantage of any tax avenues available to you.

As well as planning for your retirement, PJT can structure your financial situation to protect your hard earned assets and manage the impact of taxation. Taxation has a significant effect on the long term value of your assets so it is important to get this right.

Superannuation may form an important part of your retirement plan, and we believe you should be actively involved in monitoring its performance. Superannuation should not be a set and forget strategy. Superannuation should be used to take advantage of the compounding effect of your earnings as well as the tax benefits it provides.

PJT are experts in looking after your retirement and superannuation needs. PJT can also assist you through its referral partners to work on a financial plan which will help grow your retirement nest egg.

PJT can also assist you through its Financial Services division and referral partners to work on a financial plan which will help grow your retirement nest egg.

 

GENERAL ADVICE WARNING: This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.

Merit Wealth LogoPJT Accountants & Business Advisors Pty Ltd CAR Number 1243046 ABN 13615402189 is a Corporate Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Wayne Patten ARN 277883 is an Authorised Representative and Jodie Thompson ARN 277884, is a Limited Authorised Representative of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361

Website: www.meritwealth.com.au | Privacy Statement. | Link: PJT FSG

Planning for Your Retirement & Building Superannuation

planning-for-retirement

BOOK A CONSULTATION
Subscribe to Our Newsletter
CONTACT US

What Client's Say

  • "PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more."

    ,
  • "The principals and staff are always approachable and display a sincerity in your business and situation."

    ,
  • "PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have

    ,
  • "PJT has always provided exceptional accounting service and advice relating to business operation, planning, taxation, investment and more."

    ,
  • "The principals and staff are always approachable and display a sincerity in your business and situation."

    ,
  • "PJT have made our life of running our own business much easier, knowing they are up to date with the latest in tax laws, and happy to help out with any queries we have not matter how small."

    ,

Read Related Articles

Planning for Retirement

What’s the best way to plan for your retirement?  Truth is there’s no one right answer, but there are some fundamentals all successful retirees have in common.    Read on to see if you’re on the right ...

Succession Planning and Retirement

You’ve worked hard to build your business, and if you’re typical of most business owners, this is going to form the bulk of your retirement nest egg.  Once you’ve made the decision it’s time to move on ...

2016 Budget Impact for Super and Retirement

This year’s budget sees some major changes for superannuation. Careful analysis on how this may impact your retirement plans is advised. Below is a snapshot of the changes: ...

Is a Transition to Retirement Strategy Right for You?

You’ve worked hard and now planning for retirement, and thinking of the type of lifestyle you’d like to enjoy….buying that beach house or taking a long overdue holiday – maybe the trip around Australia in the RV? ...